Jared Walker

Wealth Services Manager

Jared Walker is the Wealth Services Manager in our Newport Beach, CA office. He leads the team’s trading, research, and operational functions. With six years of experience in the financial services industry, Jared sits on the firm’s Investment Committee and is a contributor to the team’s portfolio strategy.

Before joining The Rand Group, Jared was a financial account reconciler and a client service associate with Mammoth Wealth Management, where he focused on new client onboarding, account transfers, account maintenance, and client communications. He also was a customer service representative at LPL Financial.

Jared earned a Bachelor of Science in Business Administration with an emphasis in Finance from Northern Arizona University. He currently holds his FINRA Series 7 and 66 and insurance licenses.

Jared enjoys golf, hiking, watching sports, and spending time with his family and nieces.